Kaseya Community

partial payments - what happens?

This question is not answered

so we've started to use service billing and we like that it puts the invoice into our quickbooks. However we have a question.

what happens when a customer makes a partial payment? Does KSB know there is a balance on the account and include that balance on the next billing cycle?

All Replies
  • Yes, when the systems sync, they should pull over the current account balance and update based on the sync schedule setup.  Then when you go through and preview your invoices you will see the current invoice, previous balance, and total, and it should be reflected on the invoicing. Just make sure to validate that the web sync has completed prior to invoicing to that the updates are completed...if it gets shut down on the qb side, the sync and refresh wont happen properly.